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Finance and Financial Management

Series

2014

Investment

Articles 1 - 3 of 3

Full-Text Articles in Business

Understanding The Specialized Language Of Retirement Plans, Emily G. Brown Jd, Jeanne Medeiros Jd Nov 2014

Understanding The Specialized Language Of Retirement Plans, Emily G. Brown Jd, Jeanne Medeiros Jd

Pension Action Center Publications

Whether you are a participant in a defined benefit plan or a defined contribution plan, the realm of pension benefits can be tricky and confusing to navigate. Some of the terminology used might be unfamiliar to the average person. This glossary of common terms associated with retirement plans is meant to serve as a helpful resource for plan participants.


Understanding The Differences Between Defined Benefit Pension And Defined Contribution, Emily G. Brown Jd, Jeanne Medeiros Jd Nov 2014

Understanding The Differences Between Defined Benefit Pension And Defined Contribution, Emily G. Brown Jd, Jeanne Medeiros Jd

Pension Action Center Publications

In recent years, more and more employers are offering employees defined contribution plans instead of defined benefit plans. Although, there has been a shift away from the defined benefit pension plan, it is important for employees to understand the difference and value of both pension plans.

Each type of pension plan has both advantages and disadvantages. What may appear as an advantage to one person might seem to be a disadvantage to another person. For example, a person who spends all or most of her career with a single employer will have very different concerns from someone who changes jobs …


Crummer Suntrust Portfolio Recommendations: Crummer Investment Management [2014], Elena Anemogiannis, Tatiana Castillo, Saken Smailov, Juan Iznaga, Christopher Simmonds, Garrett Flick, Thomas Trevisani, Charles Ward, Ang Li Jan 2014

Crummer Suntrust Portfolio Recommendations: Crummer Investment Management [2014], Elena Anemogiannis, Tatiana Castillo, Saken Smailov, Juan Iznaga, Christopher Simmonds, Garrett Flick, Thomas Trevisani, Charles Ward, Ang Li

Crummer Truist Portfolios

On balance, we believe the market will move modestly higher in the short-term. As we believe the economy is still recovering, we recommend over weighting the portfolio in cyclical sectors and underweighting countercyclical sectors. Like all soothsayers, we can only hope our glass is half‐full.